Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Garry Forsey is a financial advisor with Hillspring Financial, Inc. Kent has been in the financial industry for over 30 years and has a wide range of experience in providing financial advice to individuals, families, and businesses. Kent has a special focus on retirement planning, college savings, and estate planning. Kent also offers insurance products to meet clients' needs. Kent is registered as an investment advisor representative in Arizona and Texas. Kent is a CERTIFIED FINANCIAL PLANNER™ professional. Kent's previous experience includes working for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Sherwood Capital, Inc. and First Jersey Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
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2
AZ
02/14/2019 - Present
Hillspring Financial, Inc. (SURPRISE AZ)
AZ
06/01/2009 - 09/22/2010
MORGAN STANLEY SMITH BARNEY (SURPRISE AZ)
AZ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SURPRISE AZ)
AZ
04/15/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SURPRISE AZ)
MO
07/01/2003 - 04/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/12/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/04/1992 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/14/1987 - 02/04/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/04/1987 - 10/19/1987
SHERWOOD CAPITAL, INC.
NA
07/23/1986 - 02/10/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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